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Representation

As the financial services industry evolves and changes, stay informed on how The College aims to lead advancements in diversity, equity, and inclusion.

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Tax Planning Representation Wealth Management | Podcasts

A Deep Dive Into Tax-Informed Planning

By Michael Finke

November 04, 2024

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Representation | Insights

How COVID-19 Has Impacted the Racial Wealth Gap

By Azish Filabi

March 10, 2021

Female advisor meeting with a military service couple
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Representation | On-Demand Webcasts

How Military Members Can Translate Their Skills Into Success

November 14, 2024

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Representation | Research

Advisors’ Perceptions of Success Study

July 21, 2022

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Representation | Research

Black Women, Trust and the Financial Services Industry

November 09, 2021

Phil Easton with two military servicemen
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Representation | Insights

December Highlights from the Military Center

December 10, 2024

Margaret Bradshaw portrait
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Representation | Insights

Women Making History

March 29, 2024

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About The College Representation | Podcasts

Where Military and Financial Services Meet

September 23, 2024

Woman sitting on a rooftop with money signs around her
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Representation Practice Management | Insights

The Rising Financial Power of Women

By Lindsey Lewis

March 20, 2025

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Representation | Insights

Women Working in Wealth℠ Workbook

September 25, 2023

LGBTQ couple speaking with advisor
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Representation | On-Demand Webcasts

Pride: Financial Planning Considerations for Your LGBTQIA+ Clients

July 13, 2023

Heather Welsh headshot on purple background
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Representation | Insights

FinServe Ambassador Supports Fellow Women Working in Wealth

May 17, 2024

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Representation | Podcasts

"Money Silence" and Its Consequences

October 20, 2021